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JMI Wealth Director Andrew Kelleher discusses his thoughts on retail spending. Next, he talks about the upcoming stock earnings for the “Magnificent 7” companies. Then onto market figures.

JMI Director Andrew Kelleher highlights the latest quarterly result from Netflix – and the crackdown and password sharing. He also comments on the recent weakness in US sharemarkets.

Happy Friday! JMI Wealth Director Andrew Kelleher discusses outcomes from the Australian labour market figures. Next, he shares his thoughts on AI and the energy situation in New Zealand.

Offshore share markets continued the positive start to 2024 in March. JMI Wealth Director Andrew Kelleher talks about why these markets have been so strong and importantly whether we will still see cuts to interest rates in 2024.

JMI Wealth Director Andrew Kelleher shares his thoughts on domestic inflation. Next, he talks about US inflation. Then onto market figures.

JMI Wealth Director Andrew Kelleher discusses outcomes from the Global Dairy Trade auction. Next, he shares his thoughts on the consumer price index. Then onto market figures.

JMI Wealth Director Andrew Kelleher discusses outcomes from the BNZ’s BusinessNZ Performance of Services Index (PSI). Next, he shares his thoughts on migration and visitor numbers.

JMI Wealth Director Andrew Kelleher reviews data with Mike Hosking on national disposable income, after Statistics NZ released the latest information on what’s happening with household cashflows – and a quick update on what traffic is telling us about growth.

JMI Wealth Director Andrew Kelleher discusses outcomes from the Reserve Bank of New Zealand’s Official Cash Rate announcement yesterday.

JMI Wealth Director Andrew Kelleher discussed NZIER’s recently released Quarterly Survey of Business Opinion. Next, he shares his thoughts on the first quarter results for the US earning season. Then onto market figures.

JMI Wealth Director Andrew Kelleher talks about the banking sector. Next, he shares his thoughts on the official cash rate review announcement due tomorrow. Then onto market figures.